Add a Payment Category
Help  •  Glossary  •  FAQs

To get started, please determine the payment category that you would like to add.

  1. From your navigation links, click Manage categories.

    Result: The Manage Categories page appears.

  2. Click the "add a new category" link in the introductory text.

    Result: The Add Payment Category page appears.

  3. In the Payment category field, enter the name of the payment category.
  4. Select the payees you would like to include in this payment category.
  5. Click Add category.

    Result: A confirmation page appears that lists the payees that are included in your new payment category.